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Disclosery

CPC Advisors, LLC: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CPC Advisors, LLC on UGI, newest first. How the timeline and the estimate are built.

CPC Advisors, LLC held 38,564 UGI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,564 shares
    Change vs previous 13F +775 shares

    0.18% of the 13F portfolio, value $1,331,998.

    13F-HR 0002085853-26-000852 filed by CPC Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 37,789 shares
    Change vs previous 13F +3,718 shares

    0.22% of the 13F portfolio, value $1,376,278.

    13F-HR 0002085853-26-000393 filed by CPC Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,071 shares
    Change vs previous 13F +3,173 shares

    0.13% of the 13F portfolio, value $1,275,290.

    13F-HR 0002085853-26-000117 filed by CPC Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,898 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,027,667.

    13F-HR 0002085853-25-000170 filed by CPC Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).